LOURD CAPITAL Overview

Lourd Capital Management is a hedge fund that manages 3.3 BN dollars in regulatory AUM and has 20 employees, of which 13 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/12 to 09/30/16. The fund's latest filing disclosed 909MM in positions, representing 27% of the manager's regulatory AUM.

LOURD CAPITAL StockAlpha

+1.6%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

LOURD CAPITAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
BRK.A 56.35% Financials 13.95% -1.94% 7 8%
BRK.B 12.27% Financials 14% -0.56% 0 28%
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FEATURED IN
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LOURD CAPITAL Founders and Key Employees

Name Title In Position Since
B. B. Lourd Managing Member June-2006
Michael J. Lee Chief Operating Officer, Chief Compliance Officer March-2009
Joseph H. Chrisman Investment Advisor Representative June-2010
Palmer N. Murray Managing Member October-2012
Gordon . Kao Chief Compliance Officer January-2009

LOURD CAPITAL Brokers, Custodians, Auditors and Administrators

Type Company

LOURD CAPITAL Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss


Analysis Methods

When considering prospective investments and constructing client portfolios we perform both holdings and returns based analytics. Consistent with our investment philosophy described below, we look for mutual funds with low management fees, low turnover, a maximum number of holdings relative to comparable benchmark indexes, pure asset class exposure, and low cash percentages. We also consider securities overlap in the funds and their aggregate global market coverage.

Returns-based analysis includes comparisons to benchmark returns, correlations to benchmarks, tracking error, multi-factor regressions, rolling returns, and best/worst return behavior. We monitor the asset class vehicles relative to their benchmarks to make sure they have very low tracking error and high correlations.

Investment Philosophy and Strategies

We believe that investing in individual ...
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LOURD CAPITAL Portfolio Concentration

LOURD CAPITAL Location

9777 WILSHIRE BLVD.
SUITE 1018
BEVERLY HILLS, California
UNITED STATES, 90212

LOURD CAPITAL Contact Information

Phone Number: 800-780-9858
Fax Number: 310-388-1329
Website:

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Disclaimer

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